Factoring For Fire

October 02, 2017 BY James Paulsen

As the economy returns to full employment, its character is maturing and investors need to be cognizant of how this may change leadership in the stock market. Until recently, the economic recovery was characterized by disinflation, falling yields, Fed accommodation, and fear of returning to another crisis. Mostly, the stock market reflected this character being led by the perceived safety of U.S. stocks, the stability of large company stocks and by steady-eddy consumer sectors, internally-generated growth stocks, and bond surrogates.

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